Purchases and Sales Made in Q1 2025 in Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C) during Q1 2025. The information is specifically focused on institutions that hold shares of CITIGROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-20- 0.51% |
$1.34K - $1.69K
|
3.88K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.29% |
$1.34K - $1.69K
|
6.84K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 0.93% |
$1.34K - $1.69K
|
2.14K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-20- 0.64% |
$1.34K - $1.69K
|
3.12K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21- 0.7% |
$1.41K - $1.78K
|
2.98K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-22- 0.49% |
$1.48K - $1.86K
|
4.44K
$424K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-23- 0.46% |
$1.55K - $1.95K
|
4.94K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.32% |
$1.68K - $2.12K
|
7.73K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-25- 0.35% |
$1.68K - $2.12K
|
7.13K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-27- 0.45% |
$1.82K - $2.29K
|
5.94K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-27- 0.44% |
$1.82K - $2.29K
|
6.06K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-28- 0.67% |
$1.88K - $2.37K
|
4.13K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-28- 0.18% |
$1.88K - $2.37K
|
15.8K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-28- 0.45% |
$1.88K - $2.37K
|
6.16K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-29- 0.18% |
$1.95K - $2.45K
|
16.5K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-29- 2.01% |
$1.95K - $2.45K
|
1.41K
$135K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-30- 0.87% |
$2.02K - $2.54K
|
3.4K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-30- 44.12% |
$2.02K - $2.54K
|
38
$3.62K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-30- 0.57% |
$2.02K - $2.54K
|
5.23K
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-32- 2.53% |
$2.15K - $2.71K
|
1.23K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-33- 0.42% |
$2.22K - $2.79K
|
7.81K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-33- 0.74% |
$2.22K - $2.79K
|
4.41K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-36- 0.68% |
$2.42K - $3.05K
|
5.27K
$503K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-37- 0.18% |
$2.49K - $3.13K
|
20.2K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 1.17% |
$2.55K - $3.22K
|
3.21K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-40- 22.6% |
$2.69K - $3.39K
|
137
$13.1K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-41- 45.05% |
$2.76K - $3.47K
|
50
$4.77K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-43- 1.37% |
$2.89K - $3.64K
|
3.1K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-44- 0.99% |
$2.96K - $3.72K
|
4.42K
$421K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-47- 12.5% |
$3.16K - $3.98K
|
329
$31.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-48- 0.4% |
$3.23K - $4.06K
|
12K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-49- 1.01% |
$3.29K - $4.15K
|
4.8K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-49- 0.65% |
$3.29K - $4.15K
|
7.47K
$713K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 22.03% |
$3.36K - $4.23K
|
177
$16.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 1.82% |
$3.36K - $4.23K
|
2.7K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-50- 1.16% |
$3.36K - $4.23K
|
4.25K
$406K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.62% |
$3.63K - $4.57K
|
3.27K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-57- 0.23% |
$3.83K - $4.82K
|
24.3K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-57- 0.55% |
$3.83K - $4.82K
|
10.3K
$981K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-59- 1.7% |
$3.97K - $4.99K
|
3.4K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-60- 0.06% |
$4.03K - $5.08K
|
100K
$9.56M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-60- 1.02% |
$4.03K - $5.08K
|
5.8K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-61- 27.35% |
$4.1K - $5.16K
|
162
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-61- 0.09% |
$4.1K - $5.16K
|
70.3K
$6.71M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-63- 1.28% |
$4.24K - $5.33K
|
4.87K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-65- 1.6% |
$4.37K - $5.5K
|
4.01K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-65- 0.36% |
$4.37K - $5.5K
|
17.8K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-67- 0.91% |
$4.5K - $5.67K
|
7.33K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 0.86% |
$4.57K - $5.75K
|
7.87K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-70- 0.17% |
$4.71K - $5.92K
|
40.2K
$3.84M
|